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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
426
Eaton Vance Management
Massachusetts
$20K
CT
427
Caldwell Trust
Florida
$18.4K
GI
428
Gradient Investments
Minnesota
$18K
RCA
429
Ranch Capital Advisors
Florida
$18K +$106 +1 +0.6%
HWA
430
HHM Wealth Advisors
Tennessee
$16K
MSFP
431
Mark Sheptoff Financial Planning
Connecticut
$16K +$16.4K +155 New
BCWM
432
Bartlett & Co Wealth Management
Ohio
$14K -$8.98K -85 -38%
BC
433
Bartlett & Co
Ohio
$14K -$8.98K -85 -38%
TCM
434
TD Capital Management
Tennessee
$14K
LWM
435
Liberty Wealth Management
California
$13K -$106 -1 -0.8%
APWA
436
Atlas Private Wealth Advisors
New Jersey
$13K
BL
437
Balentine LLC
Georgia
$13K
CTB
438
Country Trust Bank
Illinois
$13K
DWP
439
Destiny Wealth Partners
Florida
$13K +$13.8K +131 New
CCA
440
Column Capital Advisors
Indiana
$12K
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$12K
WFO
442
Wealthgate Family Office
Colorado
$12K +$12.7K +120 New
CAAS
443
Capital Asset Advisory Services
Michigan
$11K -$22.6K -214 -66%
LIA
444
LS Investment Advisors
Michigan
$11K
AIM
445
Anchor Investment Management
South Carolina
$10.2K
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
RIA
447
RPG Investment Advisory
California
$10K
CA
448
Centerpoint Advisors
Massachusetts
$10K +$10K +95 New
LFG
449
Larson Financial Group
Missouri
$9K
SIC
450
Salem Investment Counselors
North Carolina
$9K +$9.51K +90 New

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.